Lake Hills Wealth Management’s ProShares Short High Yield SJB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-235,494
| Closed | -$4.31M | – | 43 |
|
|
2023
Q2 | $4.31M | Sell |
235,494
-55,974
| -19% | -$1.03M | 4.7% | 7 |
|
|
2023
Q1 | $5.35M | Buy |
291,468
+51,138
| +21% | +$939K | 5.58% | 6 |
|
|
2022
Q4 | $4.57M | Buy |
+240,330
| New | +$4.57M | 4.55% | 7 |
|
|
2022
Q3 | – | Sell |
-193,443
| Closed | -$3.82M | – | 19 |
|
|
2022
Q2 | $3.82M | Buy |
+193,443
| New | +$3.82M | 2.83% | 12 |
|